Blair
Wilding

Gwn Securities Inc

CRD#4881822
Investment Advisor
in Layton, UT

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About this Advisor

Blair Wilding is a financial advisor based in Layton, Utah, working with Gwn Securities Inc. Blair has previously held a position at Gwn Securities Inc and has passed the Series 66 regulatory exam. Blair is registered to provide services in Utah. Currently, Blair is part of Gwn Securities Inc, which operates out of Layton, Utah. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Market timing services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

952 South Main St., Ste. B1
Layton, UT 84041

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

UT Average: $1,855,561,029
Total Number of Employees

755

UT Average: 62
Total Number of Accounts

62,656

UT Average: 2,474
Average Account Size

$49,151

UT Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

Blair Wilding Work History

2012 - Present (12 years)

Gwn Securities Inc

Disclosures

Please visit the SEC profile of Blair Wilding to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gwn Securities Inc

Marcellous Fletcher
Palm Beach Gardens, FL
Lauren Ragsdale
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
James Zerweck
Palm Beach Gardens, FL
Timothy Howell
Palm Beach Gardens, FL
Mark Schindler
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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